All the things you need to simplify

Powerful Features.
Easy to Use.

 
 
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Send & Sign Contracts

 

No more email attachments, scanning or mailing… Create beautiful contracts quickly and send to clients.
Clients will be able to e-sign and send back way faster than they could before!  
Using variables in your forms will allow the contract to fill in all of the details for you.
Event date, client names, as well as their contact info and other information about the event.

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Send Invoices & Get Paid

Get paid fast! Send invoices through Dubsado with ease and get paid quickly! ACCEPT CREDIT CARDS AND E-CHECKS Clients can pay your invoices even faster with a credit card or e-check option. Simply authorize our app with the payment processors we have available and all of the funds will be directed to your account (only the standard fee to the credit card processor applies, 2.9% + .30 cents per transaction or for e-check 0.8% with a max cap fee of $5). Aka, we’re not in this for the commission. We connect to Stripe, Square and PayPal!

 
 
 
 
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Calendar Integration

Sync from Dubsado to your iCal or Google Calendar will ensure that you know the lowdown on your schedule whether on Dubsado or on your normal calendar.

 

Branding to you

All your sent documents will have your logo and name attached to them.  Nothing will have our logo or name on them.  You can even send through Dubsado from your email address!  In fact, most people will hardly be able to tell you’re using a system like this since it is so seamless. They will just wonder in awe at how organized you are.

 

Canned Emails

Even with canned responses, so much time can be spent crafting and sending emails.  With a click of a button you can have an email sent in seconds.

 

Mobile Friendly

Although we will be adding an app, our site is mobile friendly for both you and your clients.  Need to send a contract on the go?  No problem.  You can easily do that.  Your client can also pay an invoice or sign a contract via a mobile device with ease. #ohyeah

 
 
 
 
 
 
 

Send Forms & Questionnaires

Need more information from your client? Send your questionnaires out to them and get your answers fast! Your clients will love being able to see all of their interaction with you in one place. Their questionnaires can be filled out and updated at later times if they need to update something (don’t worry, you’ll be updated!). Create custom questionnaire templates so that each time you go to send one to a client, it’s just the push of a button. With the use of workflows, you won’t even have to push the button and the process will be streamlined even further.

Our Template Library has over 50+ templates for you to start from if you need a little help. OR create your own.

 
 
 
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Manage Clients

Keep track of current and past clients with ease. Store emails, phone numbers and other little notes that you would like to remember about each client. Easily see their breakdown of events, invoices, and more.

 

Client Portals

Now your clients can keep everything all in one place as well.  With client portals, your clients can easily access all emails, contracts, questionnaires, and invoices you send them.  Keepin’ life easy for everyone!

 
 
 
 
 

Manage To Dos

Keep your to-dos in one place and never forget what you have to do next. With to-lists embedded in workflow as well, you can get automatic email reminders when you want to be reminded!

 

WORKFLOW

Create workflows that automate your entire process. Have a lead? Set them up in a lead workflow that sends them quotes, reminders and emails all automatically. Or after working with a client, want to send them a thank you email? Dubsado will send that out for you as well. Schedule your items based on certain conditions: date, client status, proximity to a date, whether a to-do or event has been completed. Automation at its finest!

 
 
 
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Payment Schedules

Never go chasing clients for payments ever again. Set up a payment schedule / plan on an invoice and Dubsado will auto remind them when payment is due and how much. Easy for you, easy for your clients!

 
 
 
 
 
 

Simple Bookkeeping

Taxes should not be as hard as they seem. With auto-applied categories to your packages and our simple, clean approach to bookkeeping, tax season is really not as daunting. Your tax man will thank you!

 

Time Tracker

If you bill clients by the hour, time tracker is the PERFECT way to keep all that organized. Just press start and begin working. The time will run in the background. When done, just add it to the invoice. Send or save for later!

 
 
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Internationally Friendly 

We are U.S. based but we have users utilizing Dubsado's services worldwide.  It is as simple as inputting your location settings and setting up the currency you will be receiving money in and you're set.  

 

 

Multi redundancy Backups

Before writing a single code we spent weeks studying the different server companies, database systems, and general architectures that would allow us to scale an app with little down time and maximum security.  Each of the severs are replicated 3 times. Each of their paired servers act as a fail safe. In the event that one node goes down, the child server is activated and picks up where the other failed automatically and without data loss. You're safe and secure here.  Welcome home! 

 

You ready to start?